Key Takeaways
- Archer Aviation has secured a deal with Elon Musk’s Starlink to integrate high-speed satellite connectivity into its Midnight air taxi fleet.
- The low-Earth-orbit satellite network will enable passenger Wi-Fi, pilot communications, and lay groundwork for autonomous flight systems.
- The company releases Q4 2025 financial results on March 2, with analysts forecasting a $0.24 per share loss versus $0.45 last year.
- Raymond James maintains a Buy rating with $13 target price, suggesting potential upside of approximately 76%.
- The options market is anticipating a 13.69% price movement following the earnings announcement.
Archer Aviation (ACHR) revealed on Friday a strategic collaboration with Elon Musk’s Starlink to equip its Midnight electric vertical takeoff and landing aircraft with satellite internet capabilities. This represents Starlink’s inaugural venture into the urban air mobility sector.
The agreement calls for Archer to integrate Starlink’s low-Earth-orbit satellite technology into Midnight aircraft and commence testing phases. The objective is to provide high-speed, minimal-latency internet access throughout operational flights.
Midnight represents Archer’s piloted eVTOL platform designed to transport four passengers. The aircraft operates with reduced noise levels and lower emissions compared to conventional helicopters, featuring 12 independent engines and propellers for enhanced safety redundancy.
According to Archer, connectivity extends beyond passenger amenities. The organization intends to leverage Starlink for maintaining continuous communication between Midnight aircraft, pilots, and ground-based engineering personnel throughout flight operations.
The collaboration also encompasses future-focused objectives. Archer and Starlink will jointly develop connectivity infrastructure intended to facilitate Archer’s autonomous aircraft roadmap.
The rationale for selecting Starlink over conventional alternatives centers on altitude considerations and operational geography. Traditional connectivity depends on terrestrial towers or geostationary satellites, both of which struggle with reliability at lower altitudes and in congested urban settings where air taxis function.
Midnight operates at approximately 1,500 feet in metropolitan areas — precisely where cellular network coverage becomes inconsistent. Starlink’s satellite constellation is engineered to address this challenge.
CEO Adam Goldstein stated directly: “Connectivity is a must have feature for Midnight. Starlink is uniquely built to deliver it.”
Archer’s value proposition centers on urban transportation in 5 to 15 minutes. Starlink connectivity would ensure passengers remain online throughout their entire journey.
The partnership disclosure arrives while Archer awaits FAA certification before launching commercial service in the United States.
Q4 Financial Results Approaching
Archer will publish Q4 2025 financial data after market close on Monday, March 2. Analyst consensus projects a $0.24 per share loss, representing improvement from the $0.45 loss recorded in the year-ago quarter — substantial progress despite the company remaining pre-commercial.
CEO Goldstein has indicated revenue generation should commence in Q1 2026, coinciding with the company’s anticipated commercial debut.
ACHR declined approximately 7% throughout 2025, facing headwinds from FAA approval delays, escalating development expenditures, and persistent cash consumption concerns. A critical short seller analysis also generated questions about the company’s timeline for FAA type certification.
Analyst Perspectives
Raymond James analyst Savanthi Syth maintained her Buy recommendation and $13 price objective ahead of the earnings release — indicating approximately 76% potential appreciation from present levels. She interprets recent price deterioration as an attractive entry point rather than a warning signal.
The overall Wall Street consensus stands at “Moderate Buy,” with a mean price objective of $11.50, implying roughly 56% upside potential from current valuations, according to two recent analyst assessments.
Options market activity suggests traders are positioning for a 13.69% move in either direction after the earnings disclosure.
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